Using the Salesforce integration on your device

Updated November 30, 2017 19:48

What's in it for you

Showpad’s Salesforce integration capabilities will enable you to focus on selling and alleviate the pain of administrative work needed after each meeting.This article gives an overview of how our Salesforce integration works in each of our apps. Select the platform you're using on top of this page to see how it works.

If you do not have the option to connect to Salesforce, please contact your Administrator. This feature may not be enabled for you and additional steps may be necessary.

You can easily keep Salesforce information up to date and relevant by logging content shared via Showpad's iOS app. The relevant Salesforce data is automatically populated when creating a Share. All your sharing activities in Showpad are logged as a task in Salesforce, with references to your Opportunities, Contacts, and your Leads.

Do this step by step

Sign in on Showpad on your iOS device. Use your Salesforce credentials.

Open the content you'd like to share. This can be a Collection or selected files in a Channel. When selecting multiple files, by swiping downwards on the document, you can share them by tapping the Share icon.

An Email screen opens. If you start typing the contact name in the To field, you'll notice that contact details are automatically populated with data coming from Salesforce. These contacts are related to your Opportunities in Salesforce. The To field is not the same as the Contact or Lead field. It is used for sending the email, Contact or Lead are only used for logging in Salesforce.

Make sure the Log to Salesforce option is activated to log all activity in Salesforce. You'll notice that the Related to and Contact or lead fields are automatically populated with data from Salesforce. You can add multiple contacts if you want. It's good to know that a lead is not connected to an Opportunity.Select the Sharing theme you'd like to use for this Share. You can add additional content by searching your content, or by browsing your Channels and Collections. Insert a Subject and a message for your Share.

Tap Send.

In Salesforce, you can see this Share in the Activity History of your Leads, Accounts, Contacts, and Opportunities.

Clicking the Subject will open the Task Details, showing the detailed information about what was shared.

With Showpad for Salesforce installed, you can also see the sharing activity in Showpad.

You can easily connect to Salesforce by logging in on the Showpad app with your Salesforce Account. If you're already logged into Showpad and want to connect to Salesforce, please go to the settings of your Showpad app and connect to Salesforce.

Note that if you do not have a Salesforce integration set-up, you can still use the bcc feature to automatically bcc your CRM. Read more about that here

See how it's done on Windows

You can easily keep Salesforce information up to date and relevant by logging content shared via Showpad's Windows app. The relevant Salesforce data is automatically populated when creating a Share in the Windows app. All your sharing activities in Showpad are logged as a task in Salesforce, with references to your Opportunities, Contacts, and your Leads.

Do this step by step

Sign in on Showpad on your Windows device. Use your Salesforce credentials.

Open the content you'd like to share. This can be a Collection or selected files in a Channel. When selecting multiple files, by swiping downwards on the document, you can share them by tapping the Share icon.

An Email screen opens. If you start typing the contact name in the To field, you'll notice that contact details are automatically populated with data coming from Salesforce. These contacts are related to your Opportunities in Salesforce. The To field is not the same as the Contact or Lead field. It is used for sending the email, Contact or Lead are only used for logging in Salesforce.

Make sure the Log to Salesforce option is activated to log all activity in Salesforce. You'll notice that the Related to and Contact or lead fields are automatically populated with data from Salesforce. You can add multiple contacts if you want. It's good to know that a lead is not connected to an Opportunity.Select the Sharing theme you'd like to use for this Share. You can add additional content by searching your content, or by browsing your Channels and Collections. Insert a Subject and a message for your Share.

Tap Send.

In Salesforce, you can see this Share in the Activity History of your Leads, Accounts, Contacts, and Opportunities.

Clicking the Subject will open the Task Details, showing the detailed information about what was shared.

With Showpad for Salesforce installed, you can also see the sharing activity in Showpad.

Capture all content shared with prospects in Salesforce as Activity. This is done automatically when you share content with a Salesforce contact or lead while connected to Salesforce.

Do this step by step

Login to the Showpad web app and compose a Share.

In the email share window, check the box for Log to Salesforce.

This will open another window for you to input your Salesforce credentials.

Back in the share window, you should see the Log to Salesforce button enabled and fields for Related to and Contacts or lead now visible. These are required to log share activity to the appropriate Salesforce Account or Contact/Lead. Without data in those fields, the Send button is disabled and you cannot share content.

In the To field, you can begin typing the name, email address, or Account name. When Log to Salesforce is enabled, it should auto-populate the recipient as you type. Once your recipient is selected, the Related to and Contacts or lead fields will also auto-populate and you will be able to complete the Share.

When all the information is correct and ready to go, click Send to send your content and log the share(s) to Salesforce.